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Individuals and Families

Your financial future is about more than a one-size-fits-all solution.

At MDonovan Financial, we believe in a tailored approach to money that supports you and your family.

 

Like a winning team, your financial well-being benefits from diverse expertise. Our compassionate experts offer valuable insights, proactive guidance, and customized solutions to navigate your ever-changing financial landscape. 

 

We help to filter the economic and market noise so that you can focus on what is really important to you, like pursuing your next milestone.

 

We offer a wide range of services including:

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Financial Planning

Income Protection Strategies

Tax Reduction Strategies

Retirement Planning

Tailored Investment Strategies

Wealth Transfer

Business Succession Planning

Executive Compensation Strategies

 

MDonovan Financial

300 Ledgewood Place, Suite 100 Rockland, MA 02370

Office: (781) 556-8080 | Fax: (781) 421-6574 | Matt@MDonovanFinancial.com

Series 7 & 63 with LPL Financial. Series 65 with Integrated Financial Partners.

 

Check the background of your financial professional on FINRA's BrokerCheck.

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

Integrated Financial Partners and MDonovan Financial are separate entities and not affiliated with LPL Financial.

For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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